A complete list of active advisors currently associated with Marim Wealth Planning
Warmer can help you find a great advisor at Marim Wealth Planning or one who fits your needs even better.
Marim Wealth Planning is a fee-only independent advisory firm led by a single advisor that provides financial planning and discretionary investment management to individuals and high-net-worth clients. Services include comprehensive and project-based financial planning, retirement and tax planning, insurance and estate reviews, and the integration of rental real estate into clients’ overall financial plans. The firm constructs personalized asset-allocation strategies using a mix of passive and active approaches grounded in Modern Portfolio Theory, and it applies both fundamental and technical analysis as appropriate; portions of client portfolios may be delegated to third-party sub-advisors. Clients engage on ongoing or project bases, can impose reasonable investment restrictions, and receive custodian trade confirmations and periodic account statements while the firm conducts at least annual investment reviews. Notable characteristics include in-house tax preparation performed by supervised firm personnel and the principal’s combination of CFP® and Enrolled Agent credentials, which support an integrated tax-and-planning workflow. Registered in 2023, the firm manages roughly $31 million for about 44 clients—indicating relatively larger account sizes for a solo practice—and offers targeted guidance for rental real estate investors while relying on external sub-advisors for certain investment management functions.
To learn more about the advisors currently working at Marim Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Mateo, CA
| 26
|
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